Searching financial spend in Target

customertrax 1. Handle CRM 1.0, x. Uncategorized

Dissect past payment and financial spending to qualify your buyers

Target-Search_AREC

To create a search based on financial spend:

  1. Select ‘add fields’ to view list of available search criteria.
    99e0b52f-42d8-4e7e-b59d-572a2fd28571
  2. Choose fields. Fields are listed alphabetically. The financial fields will be appended with ‘(AREC)’.
    76b36c22-a898-4824-b175-7fc10aa5abeb
  3. Learn more about Advanced Search options in Handle to further build, refine, and save your searches.
customertraxSearching financial spend in Target